Analog Century Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Analog Century Management LP reported 23 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 7.0% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 6.7%) and Broadcom (AVGO, 6.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 13 and reduced 7. The biggest buy was a new position in Motorola Solutions (MSI) and the biggest sale an exit from Monolithic Power Systems (MPWR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001753384
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001420506-25-000491 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $1.5B
| NVDA Nvidia Corp. | 7.03% | 783,001 | $105.1M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 6.69% | 506,863 | $100.1M | Add +2.7% |
| AVGO Broadcom Inc. | 6.47% | 417,426 | $96.8M | Reduce -4.8% |
| APH Amphenol Corp. Class A | 6.07% | 1,306,011 | $90.7M | Add +2.5% |
| MRVL Marvell Technology Inc. | 5.43% | 735,573 | $81.2M | Reduce -40.5% |
| SNPS Synopsys Inc. | 5.35% | 164,809 | $80.0M | Add +12.8% |
| ON On Semiconductor | 4.71% | 1,116,581 | $70.4M | Add +4.6% |
| ALAB Astera Labs Inc. | 4.70% | 530,558 | $70.3M | Reduce -41.5% |
| FN Fabrinet | 4.66% | 316,662 | $69.6M | Add +23.7% |
| ANET Arista Networks Inc. | 4.45% | 602,304 | $66.6M | Add +12.2% |
| KLAC KLA Corp. | 4.34% | 103,018 | $64.9M | Add +29.1% |
| MTSI Macom Technology Solutions H | 4.02% | 462,361 | $60.1M | Reduce -13.5% |
| AMAT Applied Materials Inc. | 3.97% | 364,803 | $59.3M | Add +16.7% |
| AXON Axon Enterprise Inc. | 3.83% | 96,365 | $57.3M | Add +4.7% |
| AMD Advanced Micro Devices | 3.61% | 446,847 | $54.0M | Reduce -14.6% |
| CIEN Ciena Corp. | 3.59% | 632,802 | $53.7M | Reduce -16.3% |
| MSI Motorola Solutions Inc. | 3.56% | 115,090 | $53.2M | New |
| GFS Globalfoundries Inc. | 3.36% | 1,172,167 | $50.3M | New |
| ARW Arrow Electronics Inc. | 3.11% | 411,610 | $46.6M | Add +3.3% |
| ALGM Allegro Microsystems Inc. | 2.93% | 2,001,438 | $43.8M | Add +17.1% |
| RMBS Rambus Inc. | 2.92% | 825,288 | $43.6M | New |
| TSEM Tower Semiconductor Ltd. | 2.73% | 793,439 | $40.9M | Reduce -9.8% |
| ST Sensata Technologies Holdplc | 2.48% | 1,353,206 | $37.1M | Add +3.6% |
Portfolio Sells Q3 2024 → Q4 2024
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −6.53 |
| CLS Celestica Inc. | Sold out | 0.00% | −4.18 |
| STM Stmicroelectronics NV-NY SHS | Sold out | 0.00% | −2.93 |
| AMD Advanced Micro Devices | Reduce -14.6% | 3.61% | −2.23 |
| MRVL Marvell Technology Inc. | Reduce -40.5% | 5.43% | −0.63 |
| MTSI Macom Technology Solutions H | Reduce -13.5% | 4.02% | −0.02 |
| TSEM Tower Semiconductor Ltd. | Reduce -9.8% | 2.73% | +0.08 |
| CIEN Ciena Corp. | Reduce -16.3% | 3.59% | +0.42 |
| AVGO Broadcom Inc. | Reduce -4.8% | 6.47% | +1.33 |
| ALAB Astera Labs Inc. | Reduce -41.5% | 4.70% | +1.47 |
Portfolio Buys Q3 2024 → Q4 2024
| MSI Motorola Solutions Inc. | New | 3.56% | +3.56 |
| GFS Globalfoundries Inc. | New | 3.36% | +3.36 |
| RMBS Rambus Inc. | New | 2.92% | +2.92 |
| AXON Axon Enterprise Inc. | Add +4.7% | 3.83% | +1.33 |
| ANET Arista Networks Inc. | Add +12.2% | 4.45% | +0.95 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.7% | 6.69% | +0.87 |
| NVDA Nvidia Corp. | Add +1.4% | 7.03% | +0.66 |
| FN Fabrinet | Add +23.7% | 4.66% | +0.54 |
| APH Amphenol Corp. Class A | Add +2.5% | 6.07% | +0.42 |
| SNPS Synopsys Inc. | Add +12.8% | 5.35% | +0.32 |
| ALGM Allegro Microsystems Inc. | Add +17.1% | 2.93% | +0.22 |
| KLAC KLA Corp. | Add +29.1% | 4.34% | +0.14 |
| AMAT Applied Materials Inc. | Add +16.7% | 3.97% | −0.33 |
| ARW Arrow Electronics Inc. | Add +3.3% | 3.11% | −0.48 |
| ON On Semiconductor | Add +4.6% | 4.71% | −0.56 |
| ST Sensata Technologies Holdplc | Add +3.6% | 2.48% | −0.70 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $2.7B | AMAT, APH, TSM, MU, NVDA |
| Q1 2026 | 25 | $2.1B | NVDA, LITE, AVGO, AKAM, AEIS |
| Q4 2025 | 24 | $2.0B | NVDA, LITE, TSM, NOK, AMAT |
| Q3 2025Amended | 23 | $1.9B | NVDA, TSM, GLW, LITE, CIEN |
| Q2 2025 | 23 | $1.7B | TSM, NVDA, AVGO, AMD, FN |
| Q1 2025 | 23 | $1.2B | NVDA, TSM, APH, AVGO, SNPS |
| Q4 2024 | 23 | $1.5B | NVDA, TSM, AVGO, APH, MRVL |
| Q3 2024 | 23 | $1.5B | MPWR, NVDA, MRVL, AMD, TSM |
| Q2 2024 | 23 | $1.0B | NVDA, TSM, MPWR, AMAT, AVGO |
| Q1 2024 | 24 | $717.0M | NVDA, TSM, AMAT, SNPS, ON |